New
from Glass Lewis
Next Generation Climate Research for Institutional Investors
Forward-looking, financially material insights on how companies are managing their transition risks and opportunities.
Glass Lewis Climate Intelligence helps investors evaluate how companies’ transition strategy and execution drive long-term value.
WHAT IT IS
A New Research Framework to Support Transition-Related Investment Analysis
Glass Lewis’ new Climate Intelligence research is designed to help investment professionals assess the likely effectiveness of a company’s low carbon transition strategies in creating long-term shareholder value. It provides a company-centric, forward-looking evaluation of company strategy and execution, with insights that connect systemic transition forces to growth, margins and capital allocation.
Key Features and Benefits
Grounded in business reality
We analyze systemic transition risks and opportunities at the level of a company’s actual business portfolio.
Strategy and execution
We separate direction from delivery, assessing whether transition plans are credible, feasible, and investable.
Transition value drivers
We link transition exposure to the decisions that drive growth, margins, capital allocation, and long-term value.
Human-Centric AI
Our research workflow pairs expert oversight with tightly governed AI to deliver consistent, evidence-backed insights at scale.
Intuitive insights for investors
Clear top-level views cut through complexity, enabling peer comparison, source verification, and deeper analysis where it matters.
Climate Intelligence Product Update | September 2026
Climate Intelligence is evolving - shaped by the market, built for investment and stewardship decisions
Significant engagement with investors has continued to shape Climate Intelligence. This product update deepens the connection between financial materiality and a company's underlying business activities, adds greater transparency into how assessments change over time, and makes the research easier to integrate into investment workflows through API. The research has also been refreshed and expanded across core markets, with continued coverage expansion planned by early 2027.
Go deeper into the activities that matter
Connect financial materiality directly to the business activities that shape a company's transition with activity-level materiality rationales, separate Strategy and Execution scores, and peer comparisons. This added depth helps investors understand where transition factors matter most - and whether strategic direction is translating into execution.
Track how the picture is changing
Previous assessments and scores, direction and reasons for change, and richer source information make it easier to understand how a company's transition profile is evolving and what is driving that movement - supporting both ongoing investment monitoring and better-informed stewardship dialogue.
Bring the research into your own workflows
Climate Intelligence is now available via API, alongside our Investor Insights portal. Integrate the research into internal investment, risk and portfolio workflows to support more scalable screening, analysis and monitoring.
Coverage that continues to scale
The research has been refreshed and expanded across core markets. Current coverage of around 4,000 listed issuers will expand toward 8,000 companies by early 2027.
USE CASES
Designed for Investor Workflows
Investment
research
Move from broad climate signals to company-specific, financially material insight. Use Climate Intelligence to screen and prioritize companies, compare peers, understand which business activities are driving transition exposure, and assess whether strategy is translating into execution over a 5-7 year horizon.
Stewardship and
engagement
Use financially material, business-activity-level insight to prepare and prioritize engagement, identify areas for deeper dialogue, monitor company trajectory, and bring clearer evidence into escalation and voting-related discussions where relevant.
Portfolio
construction
Screen investments and adjust position sizing by monitoring company transition readiness and relative positioning across peers, subindustries and sectors.
WHY IT MATTERS
How Climate Intelligence Sharpens Your Decision-Making
For Stewardship Professionals
Strengthen Stewardship & Investment Decisions
Ground your voting and investment stewardship decisions in evidence-based insights that assess how effectively companies are managing transition risks and opportunities.
Prioritize Engagements More Effectively
Identify portfolio companies where transition strategies and execution differ to prioritize and enhance stewardship efforts.
Engage with
Greater Precision
Inform discussions with business activity-level analysis that focuses on whether a company’s capital expenditures and financial outcomes are consistent with its strategic direction.
For Investment Professionals
Integrate Materiality into Valuations
Link climate exposure directly to the business drivers of growth, margins, and long-term returns through business activity-level analysis.
Evaluate "Investable" Transition Plans
Distinguish between a company’s high-level strategy and its actual execution to determine whether transition plans are credible and financially feasible.
Support Capital Allocation Decisions
Access high-conviction data to compare peer performance and drill into the specific factors driving or hindering a company’s future performance over a five-to-seven-year horizon.
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HOW IT WORKS
A Structured View of Transition Performance
Climate Intelligence evaluates strategy and execution based on a company's financially material, transition-relevant business activities, creating insights that reflect its true strategic and economic reality.
PLATFORM
Explore The Insights
Climate Intelligence is currently delivered through the Glass Lewis Investor Insights platform, data files, and API.*
Overview
Get a high-level view of the company’s climate transition positioning to quickly assess relevance for further analysis. See the overall assessment, including ranking, strategy and execution scores, materiality rationale, and a concise summary of key opportunities, risks, and gaps.
Peers
Compare performance across Strategy and Execution using a peer map and supporting data table, helping identify leaders, laggards, and gaps between ambition and delivery.
Strategy
Assess the robustness and differentiation of the company’s transition strategy, with clear visibility into strengths, gaps, and underlying indicators.
Execution
Evaluate whether governance, resources, and capital allocation support effective delivery and long-term value creation.
Business Activities
Explore the business activities most relevant to climate mitigation, highlighting where strengths and weaknesses sit within the company’s business model.
* Product images, including data points, scores, rankings and descriptions may be updated from time to time. For further information, please refer to our disclaimer for full details.
METHODOLOGY
The Engine Behind Climate Intelligence
Glass Lewis’ Climate intelligence is built on a controlled research engine designed for institutional investors. By combining analyst expertise, governed multi-agent AI, and rigorous verification, it delivers consistent, evidence-linked insights.
FAQ
Frequently Asked Questions
What is the goal of the Climate Intelligence transition assessment?
To provide a forward-looking assessment of whether a company is positioned to create and or lose enterprise value as the climate transition reshapes markets. The assessment identifies financially material transition risks and opportunities and evaluates the strength of the company’s response through strategy and execution, grounded in the company’s business activities.
What makes Climate Intelligence different from traditional ESG or climate ratings and data?
It is designed to be decision-useful for institutional investors. It is forward-looking and anchored in financial materiality, evaluates whether direction and delivery are credible, realistic, and competitively relevant. Rather than emphasizing disclosure standards and emissions accounting, it is focused on real-world business implications of the transition to a lower carbon economy.
What types of climate risks are evaluated?
Climate Intelligence primarily evaluates transition-related risks and opportunities, including regulatory and policy change, market demand shifts, technology disruption, cost of capital impacts, and competitive dynamics. The focus is on how these forces affect business activities and how the company responds through strategy and execution.
Why does the assessment prioritize financial materiality?
The role of sustainability in investment decision-making has evolved. In recent years, the focus has shifted away from disclosure-led or framework-based approaches toward understanding how sustainability factors materially influence corporate strategy, competitive positioning, and financial performance. Prioritising financial materiality ensures the assessment concentrates on the elements of climate transition that are most relevant to long-term value creation and risk management for both companies and investors.
Is alignment with net-zero targets required to score well?
No. Targets may support a strong assessment if they are integrated into strategy and supported by evidence, but the evaluation focuses on substance and credibility rather than the presence of any single target label.
What does “transparent outputs” mean for investors?
It means the assessment is designed to be clear and the underlying logic visible to the users. This is achieved with clear referencing of sources in client facing systems, documented methodology and evidence tracing in our models.
Still Have Questions?
Regulatory Issues to Watch in Australia and New Zealand’s 2026 Proxy Season
This article outlines the regulatory trends and developments expected to shape board decision-making and institutional voting across Australia and New Zealand’s 2026 proxy season.
Regulatory Issues to Watch in Australia and New Zealand’s 2026 Proxy Season
This article outlines the regulatory trends and developments expected to shape board decision-making and institutional voting across Australia and New Zealand’s 2026 proxy season.
On the Agenda: Five Questions Answered on Climate Intelligence Research
This interview with Emil Moldovan, Head of Climate Science, sheds light on the development process and methodology behind Glass Lewis’ Climate Intelligence Research.
On the Agenda: Five Questions Answered on Climate Intelligence Research
This interview with Emil Moldovan, Head of Climate Science, sheds light on the development process and methodology behind Glass Lewis’ Climate Intelligence Research.
Introducing Climate Intelligence: Asia-Pacific Webinar
This webinar shows how Asia-Pacific investors can use Climate Intelligence to evaluate the real economic impact of the climate transition.
Introducing Climate Intelligence: Asia-Pacific Webinar
This webinar shows how Asia-Pacific investors can use Climate Intelligence to evaluate the real economic impact of the climate transition.
Introducing Climate Intelligence: Europe Webinar
This webinar shows how European investors can use Climate Intelligence to evaluate the real economic impact of the climate transition.
Introducing Climate Intelligence: Europe Webinar
This webinar shows how European investors can use Climate Intelligence to evaluate the real economic impact of the climate transition.
Introducing Climate Intelligence: Next-Generation Climate Research for Institutional Investors
Climate Intelligence provides forward-looking, financially material insights on how companies are managing their transition risks and opportunities.
Introducing Climate Intelligence: Next-Generation Climate Research for Institutional Investors
Climate Intelligence provides forward-looking, financially material insights on how companies are managing their transition risks and opportunities.
Climate Investing Redefined: Strategy and Execution as the New Lens to Understand Business Reality
This article explores a climate investing approach that enables investors to better understand the strategic reality as perceived in the boardroom and by company management, where long-term value creation ultimately depends on the choices made by an organization’s leadership in strategic planning and execution capacity.
Climate Investing Redefined: Strategy and Execution as the New Lens to Understand Business Reality
This article explores a climate investing approach that enables investors to better understand the strategic reality as perceived in the boardroom and by company management, where long-term value creation ultimately depends on the choices made by an organization’s leadership in strategic planning and execution capacity.
The Climate Intelligence Landscape: Current Limitations and the Road to Improved Financial Signals
This article explores the type of signals investors seek when it comes to climate intelligence research for their portfolios and the status and limitations of the current data landscape.
The Climate Intelligence Landscape: Current Limitations and the Road to Improved Financial Signals
This article explores the type of signals investors seek when it comes to climate intelligence research for their portfolios and the status and limitations of the current data landscape.
ESMA EU ESG Ratings Regulation
Learn more about Climate Intelligence’s required disclosures, including our methodology, policies, and other resources.
For Corporate Issuers
Climate Intelligence is currently focused on investor use cases, but corporate issuers may have questions about coverage, methodology, or factual accuracy.
See Climate Intelligence in Action
Book a demo to explore the platform, understand the methodology, and see how Climate Intelligence can support your investment and stewardship strategies.